25 Oct 2023 Weitz Investment Management Q3 2023 Commentary: Perspective Over Predictions - Portfolio

"We suggest investors look up from the financial news of the day and focus on the 3-5-year horizon."

24 Oct 2023 Davis Funds 2023 Fall Review - Portfolio

23 Oct 2023 Wharton's Jeremy Siegel on the economy and the markets

23 Oct 2023 Dodge & Cox Q3 2023 Market Commentary - Portfolio

23 Oct 2023 Sound Shore Fund Q3 2023 Commentary - Portfolio

21 Oct 2023 @ChrisBloomstran - Portfolio

Expecting a weekend appearance of the chart below, "proving" Warren Buffett has LOST IT and should be dragged by his feet through Omaha. The chart's purveyor (whom I like and appreciate 99.4% his work) will reveal Buffett underperformed the S&P for 15 years! What? Inexcusable! 1/ pic.twitter.com/p9lTYwWdG8

— Christopher Bloomstran (@ChrisBloomstran) October 21, 2023

20 Oct 2023 Sequoia Fund Q3 2023 Portfolio Review - Portfolio

20 Oct 2023 Ariel's Charlie Bobrinskoy on the economy and the markets - Portfolio

19 Oct 2023 Ariel Appreciation Fund Q3 2023 Commentary - Portfolio

19 Oct 2023 Ariel Focus Fund Q3 2023 Commentary - Portfolio

18 Oct 2023 Jensen Investment Management: What is the Opportunity in the International Markets - Portfolio

17 Oct 2023 Miller Deep Value Select 3Q 2023 Letter: Too Low Market Expectations = Long-term Opportunities - Portfolio

17 Oct 2023 Wharton's Jeremy Siegel on inflation, and bonds vs stocks

16 Oct 2023 Weitz research analyst Mo Spolan sits down for an in-depth discussion on his research into Equifax - one of the three major credit bureaus - Portfolio

15 Oct 2023 Charlie Munger is a fraction as wealthy as Warren Buffett. He'd be worth over $10 billion if he kept all of his Berkshire Hathaway stock. - Portfolio

"I'm deliberately taking my net worth down," he told The Omaha World-Herald in 2013. "My thinking is, I'm not immortal, and I won't need it where I'm going."

13 Oct 2023 Wedgewood Partners Q3 2023 Client Letter: Fed up - Portfolio

13 Oct 2023 Jensen Investment Management: Three Mistakes to Avoid as a Long-Term Investor - Portfolio

12 Oct 2023 Full Transcript of CNBC interview with Leon Cooperman - Portfolio

12 Oct 2023 Oakmark Select Fund Q3 2023 Market Commentary - Portfolio

12 Oct 2023 Bill Nygren Q3 2023 Market Commentary: Value vs. growth - Then and now - Portfolio

"There is no such thing as growth stocks or value stocks as Wall Street generally portrays them, as contrasting asset classes. Growth is part of the value equation."

- Warren Buffett

11 Oct 2023 Howard Marks Memo: Further Thoughts on Sea Change - Portfolio

10 Oct 2023 Interview with Berkshire's Todd Combs: Investing, the Last Liberal Art - Portfolio